CPG

Cornerstone Planning Group Portfolio holdings

AUM $624M
1-Year Est. Return 13.42%
This Quarter Est. Return
1 Year Est. Return
+13.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,561
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.76%
2 Financials 1.62%
3 Healthcare 1.01%
4 Industrials 0.77%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$26.4K 0.01%
+453
327
$26.3K 0.01%
+406
328
$25.9K 0.01%
+193
329
$25.9K 0.01%
+1,847
330
$25.8K 0.01%
+496
331
$25.6K 0.01%
+322
332
$25.3K 0.01%
+78
333
$25.3K 0.01%
+829
334
$25.2K 0.01%
+291
335
$25K 0.01%
+99
336
$24.9K 0.01%
+200
337
$24.9K 0.01%
+288
338
$24.5K 0.01%
+919
339
$24.3K 0.01%
+498
340
$23.9K 0.01%
+474
341
$23.7K 0.01%
+239
342
$23.6K 0.01%
+478
343
$22.9K 0.01%
+126
344
$22.8K 0.01%
+451
345
$22.6K 0.01%
+300
346
$22.3K 0.01%
+183
347
$22.3K 0.01%
+286
348
$22.1K 0.01%
+149
349
$22K 0.01%
+972
350
$20.8K 0.01%
+943